See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,964 |
Filed as: STALKER & ASSOCIATES INC Service code 13 · EIN 23-2756743 | Contract Administrator | $4,600 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,819 | $55,415-75.1% | $155,509-91.1% | $74,495-81.4% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 13.90% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,149 | $2,267-49.3% | $4,672-75.4% | $2,623-56.2% |
| Participant deferral / active EE | $1,686 | $2,836-40.5% | $5,626-70.0% | $4,346-61.2% |
| Admin fee / account holder | $155 | $1,738-91.1% | $15,912-99.0% | $1,942-92.0% |